Job Description

Job Description

Employee Benefits Account Executive


Job Summary


Seeking a highly skilled and experienced Employee Benefits Account Executive to join a dynamic team. This role is pivotal in managing and servicing large market accounts, focusing on benefit design and account management for fully funded and self-funded groups. If you are passionate about delivering exceptional client service, possess a strong background in benefits design, and thrive in a collaborative environment, encourage you to apply.


Compensation Package

  • Base Salary: $120,000 - $160,000

  • 401(k): 6% company match
  • Responsibilities

  • Manage and service large market accounts (500-5,000 lives).

  • Design and implement major medical benefit solutions, including transitioning groups between fully funded and self-funded models.

  • Collaborate with internal teams to ensure seamless account management and client satisfaction.

  • Provide expert guidance on benefit design and strategy to meet client needs.

  • Maintain a client-focused approach, delivering tailored solutions and exceptional service.

  • Utilize Epic software for account management and documentation.

  • Engage in local travel as required to meet with clients.
  • Qualifications/Requirements

  • Licenses/Certifications: Life & Health (L&H) license required.

  • Experience: 6-10+ years in benefits design and account management, with a strong background in both fully funded and self-funded models.

  • Industry Background: Broker experience is essential; candidates with carrier experience are welcome if they have broker exposure.

  • Technical Skills: Proficiency in Epic software is preferred.

  • Soft Skills: Genuine passion for helping clients and solving problems.
    Positive energy and a collaborative mindset.
    Demonstrated longevity in previous roles (no frequent job changes).
    Strong communication and interpersonal skills.
    Ability to think creatively and deliver innovative solutions.
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